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Workflows

Workflows are a configurable system for processing jobs in structured queues. They allow account administrators to define repeatable processes — such as diligence reviews, quality checks, or closeout procedures — and route matching jobs into queues for users to work through one at a time.


Table of Contents

Contractor Credential Requirements & Batch Job Eligibility

This document explains how contractor credentials work, what's required for each status, and how credentials affect batch job assignment eligibility.


Overview

Contractors in ServeManager must maintain credentials to be eligible for job assignment. For batch jobs (jobs submitted through OLFS/One Legal), contractors must meet specific credential requirements. Ineligible contractors are greyed out in the assignment UI and cannot be selected.

@isaiahbaca
isaiahbaca / zipzone_import.rb
Last active October 2, 2023 16:15
Supplier Costs / ZIP ZONE Import
# A task to create a new supplier cost based on zip code
namespace :import_supplier_costs do
desc "Create a new supplier cost based on provided zip codes"
task create: :environment do
success_count = 0
# A task to create a new supplier cost based on court zip code
namespace :nevada_supplier_costs do
desc "Create a new supplier cost based on provided zip codes"
task create: :environment do
PRODUCTS = {
zone_1_standard: Product.find(3372829),
zone_1_rush: Product.find(3372829),
@isaiahbaca
isaiahbaca / fftp.js
Last active December 30, 2016 09:08
console.log('atpay2');
jQuery(document).ready(function($) {
//@Pay scripts
$(document).ready(function() {
atpay.config({
organization_sid: "org_Fi66n7j5BaKX8WpdzezEPQ"
});
$( document ).ready(function() {
$("a#invoice").click(function(){
breakdown = [
{name: "Red #353", amount: 5.99, quantity: 2},
{name: "Blue #533", amount: 4.99, quantity: 1},
{name: "NM Sales Tax", amount: 0.55, quantity: 1}
]
billing = {
require 'rubygems'
require 'httpi' # Use whatever http system you've already started using
require 'json'
require 'oj'
@foolio =10.times.map{ 20 + Random.rand(11) }
mandrill_events = <<EOD
[{\"event\":\"inbound\",\"ts\":1405360537,\"msg\":{\"raw_msg\":\"Received: #{ARGV[1]} (unknown [209.85.219.44])\\n\\tby ip-10-196-133-123 (Postfix) with ESMTPS id D5E14802B1\\n\\tfor <transaction@thunderd